Getting Started with Dilly Discovery

Dilly Discovery is our always free Solutions Pathway. It’s designed to help you Discover your unique relationship with money in terms of both your financial health in the present and how you currently feel, think and behave when it comes to sorting out your personal finances.

Research, backed by both the UK Government and the US Government, shows that Financial Wellbeing is essential to good Financial Health. Financial Wellbeing is fundamentally about feeling that we are able to flourish through our life choices, being in good financial health in the present and being able to provide today for our later life and financial future.

  1. Go Meet Dilly by hitting the link on the home page. This will open Dilly Chat.

  2. You get 3 free messages per 24 hour period. Dilly will tell you when you’ve hit the limit and offer you a boost to 10 messages if you enter your email address.

  3. Want to get boosted to 50 free messages per 24 hour period? Register an account with us (no obligation, no card details needed) and Dilly will do the rest. The more you message Dilly the more Dilly will get to know you and help you find your unique path. On the Chat Dilly page, look for the Hamburger-like menu button (top left). Hit the button and you can find the Account Opening section.

  4. You can tell Dilly what’s on your mind about money or ask a question. Not sure where to start? Pick one of the five starter questions to stimulate your curiosity.

  5. Check out the Wellbeing Check-in page and take the assessments to get a picture of your unique Money Psychology and Financial Wellbeing. We’re adding new content all the time and eventually will embed these within Dilly.

  6. Check out our unique content on the Discover page. It’s organised around our Financial Wellbeing model of Money, Mind and Life.